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ALMITAS CAPITAL LLC

SANTA MONICA, CA · CRD 166705 · IAPD ↗ · almitascap.com · 310-573-4343

$1.07BRegulatory AUM
8Advisory reps
12Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — ALMITAS CAPITAL LLC crossed $1B in regulatory AUM ($985.7M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2025 — ALMITAS CAPITAL LLC reported RAUM up 26% ($783.7M -> $985.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.